John Chan

John Chan Email and Phone Number

Senior Marketing Director, Entrepreneur and Business Owner @ WFG - World Financial Group
Pleasanton, CA, US
John Chan's Location
Pleasanton, California, United States, United States
John Chan's Contact Details
About John Chan

Career ProfileWith over decades of marketing and managerial experience, I've now transformed myself into a business entrepreneur operating a financial business through the dynamic platform of World Financial Group/Transamerica Financial Advisors, Inc., focusing on building and developing successful business owners and strategic partners to work toward financial independence. This opportunity offers no barriers for success. Each entrepreneur can relentlessly build a successful and thriving business that may last for generations to come. Our financial education platform is available for everyone to gain valuable financial and business knowledge for self-betterment while obtaining an extensive view on how to become financially educated! Our Vision To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future. Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures.• Offer Financial Education• Provide Professional Services via Third Party Asset Allocation & Money Management Platforms• Leverage Dynamic and Systematic Business Opportunity to Distribute Financial Products and Services throughout North America and Beyond• Assist Individuals with Retirement Strategy and Leadership Development**To become a registered representative of Transamerica Financial Advisors, Inc. you must first become an associate with World Financial Group, Inc.Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein.

John Chan's Current Company Details
WFG - World Financial Group

Wfg - World Financial Group

View
Senior Marketing Director, Entrepreneur and Business Owner
Pleasanton, CA, US
Employees:
2373
John Chan Work Experience Details
  • Wfg - World Financial Group
    Senior Marketing Director, Entrepreneur And Business Owner
    Wfg - World Financial Group
    Pleasanton, Ca, Us
  • Transamerica Financial Advisors, Inc.
    Registered Representative At Transamerica Financial Advisors, Inc.
    Transamerica Financial Advisors, Inc. Sep 2014 - Present
    St. Petersburg, Fl, Us
    Focus on building a financial business by helping families to be financially educatedTransamerica Financial Advisors, Inc's. financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities for compensation or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor. 3935063WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone: 770.453.9300TFA Headquarters: 570 Carillon Parkway, St.Petersburg, FL 33716. Phone: 770.248.3271Many people have experienced various levels of success with TFA/WFG. However, individual member experiences may vary. This statement is not intended to nor does it represent that any current member's individual results are representative of what all participants achieve when following the TFA/WFG system.Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein.
  • Wfg - World Financial Group
    Senior Marketing Director, Entrepreneur And Business Owner
    Wfg - World Financial Group Jan 2012 - Present
    London, Gb
    Building financial services organizations through marketing, recruiting and agency development.Disclosure:Insurance products offered through World Financial Group Insurance Agency, LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Agency, LLC., and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively (WFG).WFG Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770-453.9300.
  • President, Chan Consulting
    Business Development Consultant, Planetpro
    President, Chan Consulting 2013 - Sep 2016
    Worked with Planetpro as the Business Development Consultant targeting key strategic accounts with business development objectives to drive growth and penetration. Planetpro specializes in supporting organizations through consultative placements of highly qualified professionals in the area of Marketing, Marketing & Sales Operations, and IT. Should your human resources needs arise in those functional areas, let's us have a dialog and discussion on how you can leverage Planetpro's existing and new task force to get the job done for you and accomplish your projects in a timely manner.My background and experience are in strategic marketing, marketing operations, sales operations, consultation in database-driven marketing programs, data collection practices, out-bound marketing campaigns, segmentation and targeting, privacy processes and management, data validation and integration projects. Having worked with many fortune 100 companies in the past, this experience will extend my understanding of your specific needs and provide solutions to meet your particular demands as a client. Looking forward to working with you as I love solving real human capital management and marketing related issues and problems.
  • Oracle
    Senior Manager, Marketing Operations - Subscriptions & Newsletters
    Oracle 2010 - 2012
    Austin, Texas, Us
    • Manage all facets of Oracle’s customer communication preferences through newsletters and subscriptions online (Oracle.com and MyProfile – my account page)• Be the “go-to” person regarding marketing communication privacy, complaints and all related escalation procedures working in conjunction with corporate Legal staff, Global Information Security (GIS) group as well as application (AIT) development team• Supervise a staff of analysts to develop to enhance data management and seamless MyProfile update and maintenance processes • Partner with Application IT and BI team to drive process improvements• Enhance target marketing capabilities and data driven decision making processes• Deploy data capture methodologies based on marketing requirements and lead flow processes • Cultivate the discipline in data and insight-driven marketing decision making processes• Be the marketing operations expert in solving problems and resolving critical issues in a most cost-effective and efficient manner and within the development cycles• Leverage triggered-base email tools to maximize revenue in each of the real time campaigns to drive relevant conversations from suspects to customers• Improve the overall data capture initiatives to enhance customer profiles for CRM development and lead processing
  • Adobe Systems, Inc.
    Sr. Manager, Marketing Insights And Operations
    Adobe Systems, Inc. 2002 - 2010
    San Jose, Ca, Us
    • Managed the Adobe’s CRM systems for targeting prospects, installed-base customers and licenses:o Worked with business partners and consultants on segmentation and model development effort to produce and deploy highly targeted campaignso Established workflows and procedures for supporting day-to-day operational procedures to support relationship / field marketing campaignso Project managed WW product registrations, privacy policy and data collection practices which increased both registration and opt-in rates to as high as 60% for given productso Provided technical support and marketing intelligence to launch world-wide product registration, incentive programs, post registration communications and product launch related campaignso Supported Adobe’s privacy policy development and changes based on corporate standard and Truste® guidelines leveraging online data capture procedures and processeso Supported the data integration projects with Salesforce.com, Aprimo, Eloqua and Omniture to assist relationship marketing, field marketing, and operations teams; worked with cross functional teams to define business requirements• Developed and executed Adobe’s1st time-base and event-base triggered communication platform which drives strategic revenue goals, active usage of products, retention and lifetime values:o Identified improvement opportunities in all out-bound email programs, variable data publishing, trial downloader emails, and survey tacticso Increased revenue (~60% lift) across all trial products with subsequent series of email communicationo Supported the launch of new products and software as a service (SaaS) initiatives
  • Williams-Sonoma, Inc.
    Manager, Database Production
    Williams-Sonoma, Inc. 1999 - 2002
    San Francisco, Ca, Us
    Managed one of the largest consumer database and supported the catalog distribution operations nation-wide. Achieved year-over-year revenue goals.
  • Aaa Mid-Atlantic
    Manager, Interactive & Database Marketing
    Aaa Mid-Atlantic 1995 - 1999
    Wilmington, Delaware, Us
    Launched the 1st AAA Mid-Atlantic Web site and managed all aspects of internet and database marketing activities and programs.

John Chan Skills

Email Marketing Management Strategy Database Marketing Business Intelligence Segmentation Marketing Analytics Cross Functional Team Leadership Direct Marketing Marketing Strategy E Commerce Marketing Operations Data Privacy Target Marketing Lead Generation Product Management Marketing Communications Multi Channel Marketing Online Marketing Sales Operations Demand Generation Subscriptions Go To Market Strategy Customer Relationship Management Process Improvement Crm Privacy Leadership Business Development

John Chan Education Details

  • Eastern University
    Eastern University
    Marketing/Marketing Management
  • Penn State University
    Penn State University
    Quantitative Business Analysis And Economics
  • Depaul University
    Depaul University
    Database Marketing Program

Frequently Asked Questions about John Chan

What company does John Chan work for?

John Chan works for Wfg - World Financial Group

What is John Chan's role at the current company?

John Chan's current role is Senior Marketing Director, Entrepreneur and Business Owner.

What is John Chan's email address?

John Chan's email address is jo****@****hoo.com

What is John Chan's direct phone number?

John Chan's direct phone number is (770) 418*****

What schools did John Chan attend?

John Chan attended Eastern University, Penn State University, Depaul University.

What are some of John Chan's interests?

John Chan has interest in Social Services, Skiing, Etc, Economic Empowerment, Education, Reading, Poverty Alleviation, Camping, Tennis, Travel.

What skills is John Chan known for?

John Chan has skills like Email Marketing, Management, Strategy, Database Marketing, Business Intelligence, Segmentation, Marketing, Analytics, Cross Functional Team Leadership, Direct Marketing, Marketing Strategy, E Commerce.

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